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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,363 | $107,666+74.0% | $102,184+83.4% | $154,746+21.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 16.20% | 29.33%-13.1pp | 31.58%-15.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $15,560 | $3,846+304.5% | $3,594+333.0% | $4,379+255.3% |
| Participant deferral / active EE | $11,812 | $8,719+35.5% | $8,309+42.2% | $6,730+75.5% |
| Admin fee / account holder | $3,636 | $12,943-71.9% | $11,609-68.7% | $14,365-74.7% |